Charitable Gifts & Trusts

We help clients establish a charitable giving plan.

If desired, we will work with a clients’ attorney to prepare Charitable Trusts. Raymond James also provides Trust Services for these and other trusts. Raymond James Trust offers professional management by trust experts, independent and professional investment decisions, state of the art technology services, and the confidence that comes with knowing your trustee is subject to regular audits by external auditors and government regulators.